The Hybrid RIA Model: Our Core Focus

The investment advisor industry is undergoing a dramatic shift. Clients want more than advice. They’re looking for comprehensive wealth management. That’s why we created the Hybrid RIA approach in 1998. Our advisors are uniquely positioned to meet the needs of clients with customized, innovative wealth management solutions.

We’ve created the processes, products, and teams to support the Hybrid model. Unlike many broker/dealers, Triad Advisors focuses on the Hybrid RIA. Nearly 80% of our advisors – the highest percentage in the industry – manage fee-based assets through a separate RIA.

The Triad Hybrid model offers advisors the best of both worlds:

Fees

An open architecture RIA platform for asset management and financial planning. Advisors can work under our corporate RIAs or manage their own.